How to add Vendors ?

How to add Vendors ?

  1. Go to the Settings page.

  2. Within the settings page, find the "Asset " section.

  3. Look for the "Vendors" option and click on it.

  4. Click on the “+Add” button on the top right corner of the page : Select either "Single Vendor" or "Bulk Vendor."

  5. Single Vendor: Choose "Single Vendor" if you wish to add a vendor individually.

  1. A modal opens up, fill in the required details such as the vendor's name, contact information, address, and any additional information.

  2. Click on Save.

  1. Bulk Vendor : Select "Bulk Vendor" to feed in multiple vendors at the same time.You will be prompted to download/upload a template file for bulk vendor import.

  1. Download the template and follow below steps:

  1. Open the downloaded template file in Microsoft Excel or Google sheets

  2. Each column in the template corresponds to a specific attribute or data field for the assets.

  3. Fill in the required information for each vendor in the appropriate columns of the template.

  4. Return to the platform and locate the "Bulk vendor " option again.

  5. Choose the File Upload to upload the completed template file.

  6. Browse your local files, select the completed template file, and click "Open" or "Upload" to initiate the import process.

  1. Review the imported vendors and make any necessary edits

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